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First Citizens BancShares

367 hedge funds and large institutions have $7.75B invested in First Citizens BancShares in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $6.95B → $7.75B (+$795M)

7% more funds holding

Funds holding: 342367 (+25)

6.21% less ownership

Funds ownership: 71.18%64.97% (-6.2%)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

24% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $98.4M

Holders
367
Holders Change
+25
Holders Change %
+7.31%
% of All Funds
6.32%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.29%
New
63
Increased
95
Reduced
115
Closed
36
Calls
$75.3M
Puts
$98.4M
Net Calls
-$23.1M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$323K
Baird Financial Group
252
Baird Financial Group
Wisconsin
$320K -$313K -400 -50%
HLOC
253
H.L. Ormond & Company
North Carolina
$319K
PP
254
Prudential plc
United Kingdom
$313K +$29.7K +38 +11%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$310K +$7.03K +9 +2%
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$309K +$303K +388 New
AA
257
ALPS Advisors
Colorado
$300K +$294K +376 New
MIM
258
MetLife Investment Management
New Jersey
$300K -$3.91K -5 -1%
WC
259
Westhampton Capital
North Carolina
$295K
TSS
260
Two Sigma Securities
New York
$294K +$288K +369 New
AWM
261
Affinity Wealth Management
Delaware
$288K +$5.47K +7 +2%
BL
262
Balentine LLC
Georgia
$282K -$14.1K -18 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
263
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K +$277K +354 New
OAM
264
Oppenheimer Asset Management
New York
$280K +$7.81K +10 +3%
SSWM
265
Smith Salley Wealth Management
North Carolina
$279K
ZCA
266
Zeke Capital Advisors
Pennsylvania
$270K -$331K -424 -56%
IIM
267
INTECH Investment Management
Florida
$267K +$262K +335 New
VAS
268
Vestmark Advisory Solutions
Massachusetts
$266K +$261K +334 New
PI
269
PEAK6 Investments
Illinois
$265K -$1.64M -2,101 -86%
Twin Tree Management
270
Twin Tree Management
Texas
$260K -$110K -141 -30%
KAS
271
Kestra Advisory Services
Texas
$258K -$659K -843 -72%
FFM
272
Forum Financial Management
Illinois
$255K
NA
273
NewEdge Advisors
Louisiana
$250K +$245K +314 New
APG Asset Management
274
APG Asset Management
Netherlands
$244K +$234K +300 New
DADC
275
D.A. Davidson & Co
Montana
$239K +$234K +300 New

FCNCA Hedge Fund Activity: Q3 2022 in Review

367 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2022, worth a combined $7.75B — up 11% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FCNCA positions and 36 closed out — a net gain of 27 holders — while 95 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Wellington Management Group, cutting an estimated $219M.

  • 367 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2022, up from 342 in Q2 2022.
  • Funds reported $7.75B of First Citizens BancShares stock for Q3 2022, up 11% quarter-over-quarter.
  • 63 funds opened new First Citizens BancShares positions in Q3 2022 and 36 closed out, a net change of +27 holders.
  • The largest First Citizens BancShares buyer in Q3 2022 was Bank of America, an estimated $119M added.
  • The largest First Citizens BancShares seller in Q3 2022 was Wellington Management Group, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2022.